Semiconductor Memory Cycles. Where Are We At & Where Are We Going?
With the memory boom & bust cycle of the past three years in our rear view mirror, we posit that we are now entering a period of greater stability...
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Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.
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Korea Short Sell Ban: Elections, Public Outrage, Bus Tours, Blue House Petitions, K-Streetbets
With the short sell ban in Korea scheduled to expire 15 March, we look at stocks that have seen the most short covering since the start of the ban,...
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One-Hour Power Outage, 9 Weeks of DRAM Price Hikes
DRAM prices are rising thanks to a blossoming shortage, and not Micron's power outage that is commonly named as the reason.
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Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Moderate CNH appreciation continues despite bout of dollar strength. Rupee remains rangebound...
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